slide 1 fastfacts feature presentation december 14, 2010 we are using audio during this session, so...

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FastFactsFeature Presentation

December 14, 2010

We are using audio during this session, so please dial in to our conference line…

Phone number: 877-468-2134 Participant code: 182500

© 2010 The Johns Hopkins University. All rights reserved.

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Today’s TopicWe’ll be taking a look at…

Shopping Cart Approver Overview

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Today’s PresenterAnn HummelInstructional Designer and Shopping Cart Instructor

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Session Segments

PresentationAnn will discuss the role and expectations of an approver in Shopping Cart. She will also demonstrate how to approve/reject a cart and how to designate a substitute approver.During Ann’s presentation, your phone will be muted.

Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Ann will answer as many of your questions as time allows.

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Contact Us

If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: fastfacts@jhu.eduYou can also send us an instant message!

GoogleTalk – HopkinsFastFacts@gmail.comAOL Instant Messenger – HopkinsFastFactsMSN – FastFacts@jhu.edu

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How To View Full Screen

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Survey

SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

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Shopping Cart Approver Overview

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Agenda

Define the role of a shopping cart approverExamine the workflow process behind approvalsDemonstrate the following:

Approve/reject a cartDesignating a substitute approver

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Assumptions

You are an employee of JHUYou have the Shopping Cart Approver role

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What is the Role of an Approver?

An approver is…An individual with the responsibility and ability to approve or reject such transactions as payments, charges, transfers, purchases, payroll changes.

Approver roles generally also include the name of the type of transaction which can be approved, including the Online Payment Approver and Shopping Cart Approver role.

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Importance of an Approver

As an approver, it is your job to…Review each cart and:

Verify that order is allowableVerify that order is allocable

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Which Carts Need Approval?

Almost all shopping carts regardless of dollar amount (with the exception of Low Value Purchase Orders – LVPOs) require approval by the person assigned as Approver on the account assignment being charged.

LVPO CAPP, etc.BLPOECPO

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Shopping Cart Approval Workflow

Requisitioner submits

shopping cart.

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Requisitioner submits

shopping cart.Routed based on account assignment being charged Approver

Shopping Cart Approval Workflow

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Requisitioner submits

shopping cart.Routed based on account assignment being charged Approver

Shopping Cart Approval Workflow

What if there is more than one approver?

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Approver Y

Approver Z

Approver X

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

What if there is more than one approver?

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Approver Y

Approver Z

Approver X

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

“First one gets it” rule.

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Approver Y

Approver Z

Approver X

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

“First one gets it” rule. POPO

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1010000002Approver

1010000003Approver

1010000001Approver

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

What if there is more than one budget number for that cart?

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1010000002Approver

1010000003Approver

1010000001Approver

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

What if there is more than one budget number for that cart?

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1010000002Approver

1010000003Approver

1010000001Approver

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

What if there is more than one budget number for that cart?

POPO

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Additional Notes

An e‐mail (Groupwise, Outlook, etc.) will be sent to each approver for every request they need to approve.

The SRM/Shopping Cart process involves a separate non‐R/3 SAP Inbox, referred to as the “SRM Inbox on the Shopping Cart Approval tab.

If a user with the Shopping Cart Approver role prepares a shopping cart for a cost center they’re assigned as Approver, a separate approval is not necessary.

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Demonstration

Let’s demo a real time order. Your screen might need to be reset to full screen mode once we get into the system.

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Conclusion

Defined the role of a shopping cart approverExamined the workflow process behind approvalsDemonstrated the following:

How to approve/reject a cartHow to designate a substitute approver

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We’re going to open the phone lines now!

There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.

We’ll be answering questions in the order that we receive them.

We’ll also be answering the questions that were emailed to us during the presentation.

If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.

Q&A

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Thank You!

Thank you for participating!We would love to hear from you.

Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: fastfacts@jhu.edu

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Survey

Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!